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Name Holding Trade Value Shares
Change
Change in
Stake
SAM
501
Silvercrest Asset Management
New York
$213K -$16.4K -420 -7%
PHAM
502
Palisades Hudson Asset Management
Florida
$213K +$207K +5,304 New
HF
503
HRT Financial
New York
$212K +$207K +5,309 New
CIAN
504
Capstone Investment Advisors (Netherlands)
New York
$210K +$204K +5,237 New
HA
505
Harfst & Associates
Wyoming
$209K +$204K +5,233 New
PMFA
506
Plante Moran Financial Advisors
Michigan
$207K
LOAME
507
Lombard Odier Asset Management (Europe)
United Kingdom
$207K +$201K +5,157 New
UCFA
508
United Capital Financial Advisors
Texas
$206K +$201K +5,150 New
TCOO
509
Trust Company of Oklahoma
Oklahoma
$204K +$199K +5,100 New
SCM
510
SKBA Capital Management
California
$203K -$160K -4,100 -45%
TA
511
Tiedemann Advisors
New York
$203K +$197K +5,063 New
MPAM
512
Murphy Pohlad Asset Management
Minnesota
$203K +$198K +5,088 New
SF
513
Synovus Financial
Georgia
$202K -$58K -1,488 -23%
CL
514
CSS LLC
Illinois
$200K -$47.7K -1,223 -20%
WP
515
WMS Partners
Maryland
$200K +$195K +4,996 New
CLOS
516
Compagnie Lombard Odier SCmA
Switzerland
$172K -$2.21M -56,827 -93%
AssetMark Inc
517
AssetMark Inc
California
$170K -$14.8K -380 -8%
SPIA
518
Steward Partners Investment Advisory
New York
$160K +$156K +3,995 New
SIC
519
Salem Investment Counselors
North Carolina
$147K -$4.36K -112 -3%
OSNBOA
520
Old Second National Bank of Aurora
Illinois
$141K -$51.6K -1,325 -27%
BC
521
Bartlett & Co
Ohio
$132K -$42.9K -1,100 -25%
JFGIW
522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$123K -$63.9K -1,640 -35%
QCG
523
Quadrant Capital Group
Ohio
$122K +$7.99K +205 +7%
FPF
524
FNY Partners Fund
New York
$120K +$117K +3,000 New
WT
525
Whittier Trust
California
$117K -$172K -4,404 -60%